Sterling Foundation Management is the nation’s leading provider of secondary planning services for charitable Remainder Trusts (CRTs). We pioneered the market for the sale of CRT income interests and developed the CRT rollover technique to meet the changing needs of CRT beneficiaries.

The industry’s most respected journals have published articles about CRT secondary planning – many of them written by Sterling executives. 

To learn more, contact Sterling's CRT team at 703-677-8747 or [email protected].